Visualize UKG Pro WFM Data in Sisense

Sisense lets you join, analyze, and picture data to make more intelligent business decisions and craft effective strategies. The CData API Driver for JDBC makes it easy to integrate with UKG Pro WFM data in Sisense. This article shows how to create an ElastiCube that connects to UKG Pro WFM data and use the ElastiCube to visualize UKG Pro WFM data in Sisense.

Configure the Connection to UKG Pro WFM

Before creating the ElastiCube, note the installation location for the JAR file for the JDBC Driver (typically C:\Program Files\CData\CData API Driver for JDBC 20XX\lib) or copy the jar file (cdata.jdbc.api.API.jar) to a new folder in the Sisense JDBC driver directory (typically C:\ProgramData\Sisense\DataConnectors\jdbcdrivers).

1. In the Data page of the Sisense application, create a new ElastiCube (or open an existing one).
2. In the Model Editor, click "+ Data" to open the Add Data dialog box.
3. Click Generic JDBC to open the JDBC settings.
4. Set the connection string property to the JDBC URL for UKG Pro WFM, adding required properties.

   Start by setting the Profile connection property to the location of the UKGProWFM Profile on disk (e.g. C:\profiles\UKGProWFM.apip). Next, set the ProfileSettings connection property to the connection string for UKGProWFM (see below).

   UKGProWFM API Profile Settings

   UKG Pro Workforce Management uses OAuth 2.0 with the Resource Owner Password Credentials grant (grant_type=password) to authorize access to the API. Unlike most OAuth-based profiles, this does not use a browser redirect/authorization-code step: the driver exchanges your UKG Pro WFM username, password, client ID, and client secret directly for an access token.

   Set the following connection properties to authenticate:

   • AuthScheme: Set this to OAuthPassword.
   • Host: Set this to the hostname of your UKG Pro Workforce Management datacenter/tenant (for example, yourcompany.mykronos.com). Do not include the protocol (https://) or a trailing slash.
   • OAuthClientId: Set this to the client ID issued for your UKG Pro Workforce Management OAuth application.
   • OAuthClientSecret: Set this to the client secret issued for your UKG Pro Workforce Management OAuth application.
   • User: Set this to your UKG Pro Workforce Management username.
   • Password: Set this to your UKG Pro Workforce Management password.

   Access tokens are obtained from https://{Host}/api/authentication/access_token. Refresh tokens issued by UKG Pro Workforce Management expire after 7 days; if a refresh attempt fails because the refresh token itself has expired, the driver must re-authenticate with your User/Password credentials to obtain a new access token.

   Built-in Connection String Designer

   For assistance in constructing the JDBC URL, use the connection string designer built into the UKG Pro WFM JDBC Driver. Either double-click the JAR file or execute the jar file from the command-line.

   
   java -jar cdata.jdbc.api.jar
   

   Fill in the connection properties and copy the connection string to the clipboard.

   

   When you configure the JDBC URL, you may also want to set the Max Rows connection property. This will limit the number of rows returned, which is especially helpful for improving performance when designing reports and visualizations.

   A typical example follows:

   
   jdbc:api:Profile=C:\profiles\UKGProWFM.apip;AuthScheme=OAuthPassword;ProfileSettings='Host=yourcompany.mykronos.com;User=your_username;Password=your_password;';OAuthClientId=your_client_id;OAuthClientSecret=your_client_secret;
   

5. Set the JDBC JARs folder property to the location of the CData JDBC Driver JAR file (see above).
6. Set the driver's class name to the class name for the JDBC Driver: cdata.jdbc.api.APIDriver
7. Leave the username and password properties blank.
8. Click Next.

Add UKG Pro WFM Data to an ElastiCube

Once you are connected to UKG Pro WFM, you can add views to your ElastiCubes.

1. From the Tables list, select the tables and/or views you wish to work with.
2. (Optional) Click "+" to customize the data you want to import with SQL.
3. Click Done.
4. Click Build to build the ElastiCube for analytics.

Visualize UKG Pro WFM Data

With UKG Pro WFM tables added to your ElastiCube, you can perform analytics on your UKG Pro WFM data.

1. Navigate to the Analytics page of the Sisense application
2. Select a Dashboard (or create a new one)
3. Select your Data Source and click Create
4. Click "+ Select Data" and choose fields to add to your visualization.

With the CData API Driver for JDBC, you can access UKG Pro WFM data right in Sisense for powerful visualization and analytics. Download a free, 30-day trial and start working with UKG Pro WFM data in Sisense today!